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Wealth Management Consultant

1 week ago

Edmonton, Alberta, Canada RBC Full time

At RBC, we're looking for a highly skilled Wealth Management Consultant to join our team. As an Investment Advisor, you'll help your clients achieve their financial goals by providing expert advice and guidance.

This is a challenging yet rewarding role that requires excellent people and problem-solving skills. You'll work closely with clients to understand their needs and develop customized investment strategies.

You'll have the opportunity to work with a wide range of clients, from high-net-worth individuals to families and business owners. Your strong relationship-building skills and ability to connect with all types of individuals will be essential in this role.

We offer a comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, a base salary, and unlimited earning potential through commission and fees.

Key Responsibilities:

  • Develop and implement customized investment strategies for clients
  • Provide ongoing guidance and support to clients to ensure they remain on track to meet their financial goals
  • Build and maintain strong relationships with clients to understand their needs and preferences
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients

Requirements:

  • 4-6 years of outbound sales experience and a passion for financial planning
  • Completed the Canadian Securities Course (CSC) or equivalent qualification
  • Strong relationship-building skills and ability to connect with all types of individuals
  • Excellent communication and interpersonal skills